DFX Intelligence

B••• R••••• I••••••••• A•••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

B••• R••••• I••••••••• A•••••••• I•••

CRD 141986

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Data as of Nov 7, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 7, 2024 to Nov 7, 2024
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 141986
Filings on the tape: 1
First filed: Nov 7, 2024

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• K••• M••••••	n/a	JACKSONVILLE, FL \| PORT ORANGE, FL	0	10	n/a	no

Relationships

Registered with (2)

← M••• K••• M••••••Advisorregistration: current employment
Dec 22, 2025 to presentfactForm ADV
← T••••• V••••• M••••••Advisorregistration: current employment
Aug 15, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 7, 2024
Last observed: Nov 7, 2024 22 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.